Preserving trust is a core value. Hoffman Benefit Services, Inc. (HSBI) recognizes that clients expect us to protect the
information they provide us and to use it responsibly. We
are strongly committed to fulfilling the trust that is the
foundation of our client's expectations. For that reason we
have adopted and adhere to the following policy regarding
the privacy of client personal information.
INFORMATION THAT WE COLLECT
We collect nonpublic personal information about clients from
some or all of the following sources:
- Information we receive from clients on fact finding questionnaires
and product applications;
- Client transactions with us, our affiliates, and those product
sponsors with whom we have appointments or other arrangements
for the provision of service to clients;
- Consumer reporting agencies; and
- Affiliated and unaffiliated product sponsors with whom we
have selling relationships and whose product our clients own.
INFORMATION THAT WE DISCLOSE
We will not share nonpublic personal information concerning
our customers or former customers for marketing purposes,
except as permitted by law, as described below. We will not
share nonpublic personal information concerning our current
or former customers with affiliated or unaffiliated third
parties, any of the nonpublic personal information that we
collect, as identified above.
Generally, we disclose customer nonpublic personal information
to affiliates and unaffiliated third parties that provide
services to us in order that we may more effectively and efficiently
service their account. We also disclose nonpublic personal
information to affiliated or unaffiliated third parties with
whom we have contractual relationships that allow us to provide
the products or services that our clients have requested through
us. Examples of third parties with whom we may share nonpublic
personal information include:
Third party advisory/administration firms with whom we have
relationships for the management of customer accounts; Insurance
Companies and other product sponsors to affect purchases and
sales and allow the servicing of client accounts
STEPS WE TAKE TO PROTECT CLIENT INFORMATION
We have security practices and procedures in place to prevent
unauthorized use or access to client nonpublic personal information.
Internally, client information is only available to those
employees requiring access to process or service transactions
with us, and those fulfilling compliance, legal or audit functions
on our client's behalf. Our computer systems utilize password
protection to prevent access by unauthorized persons and we
employ other physical, electronic and procedural safeguards
to ensure the protection of client information in accordance
with state and federal privacy regulations.
|